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iShares 5-10 Year Investment Grade Corporate Bond ETF

272 hedge funds and large institutions have $5.08B invested in iShares 5-10 Year Investment Grade Corporate Bond ETF in 2015 Q3 according to their latest regulatory filings, with 40 funds opening new positions, 93 increasing their positions, 106 reducing their positions, and 18 closing their positions.

New
Increased
Maintained
Reduced
Closed

234% more call options, than puts

Call options by funds: $1.16M | Put options by funds: $348K

122% more first-time investments, than exits

New positions opened: 40 | Existing positions closed: 18

25% more capital invested

Capital invested by funds: $4.07B → $5.08B (+$1.01B)

8% more funds holding

Funds holding: 253272 (+19)

7% less funds holding in top 10

Funds holding in top 10: 3028 (-2)

9.77% less ownership

Funds ownership: 147.37%137.6% (-9.8%)

12% less repeat investments, than reductions

Existing positions increased: 93 | Existing positions reduced: 106

Holders
272
Holders Change
+19
Holders Change %
+7.51%
% of All Funds
7.59%
Holding in Top 10
28
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-6.67%
% of All Funds
0.78%
New
40
Increased
93
Reduced
106
Closed
18
Calls
$1.16M
Puts
$348K
Net Calls
+$814K
Net Calls Change
+$934K
Name Holding Trade Value Shares
Change
Change in
Stake
ACM
176
Argentus Capital Management
Texas
$610K +$609K +11,232 New
Comerica Bank
177
Comerica Bank
Texas
$606K -$1.11M -20,450 -65%
PR
178
Payden & Rygel
California
$604K -$27.1K -500 -4%
RT
179
Reliance Trust
Georgia
$598K
SCG
180
Sonata Capital Group
Washington
$586K
CA
181
Cetera Advisors
Colorado
$585K +$103K +1,894 +21%
MA
182
Menlo Advisors
California
$583K -$1.63K -30 -0.3%
VFA
183
Voya Financial Advisors
Connecticut
$578K +$89.1K +1,642 +18%
ATC
184
Argent Trust Co
Tennessee
$574K
FMII
185
Farmers & Merchants Investments Inc
Nebraska
$553K +$27K +498 +5%
HNB
186
Huntington National Bank
Ohio
$543K
WPIC
187
White Pine Investment Company
Michigan
$539K +$539K +9,932 New
DIA
188
Dana Investment Advisors
Wisconsin
$527K +$225K +4,150 +75%
GCA
189
Greenwood Capital Associates
South Carolina
$519K -$112K -2,060 -18%
IPC
190
Independent Portfolio Consultants
Florida
$516K +$28.8K +530 +6%
NEAM
191
New England Asset Management
Connecticut
$512K
CAM
192
Concorde Asset Management
Michigan
$507K +$163K +3,000 +47%
HighTower Advisors
193
HighTower Advisors
Illinois
$506K -$290M -5,348,602 -100%
ACM
194
Aviance Capital Management
Florida
$489K +$489K +9,014 New
CBU
195
CIBC Bank USA
Illinois
$483K +$10.8K +200 +2%
DBT
196
Dubuque Bank & Trust
Iowa
$471K -$175K -3,224 -27%
NCM
197
Novare Capital Management
North Carolina
$470K +$470K +8,664 New
JIC
198
Johnson Investment Counsel
Ohio
$463K +$19.5K +360 +4%
TWM
199
Torch Wealth Management
Ohio
$443K
TSS
200
Two Sigma Securities
New York
$439K +$438K +8,076 New

IGIB Hedge Fund Activity: Q3 2015 in Review

272 of the 3,582 institutional investors tracked by Wall St. Rank reported a position in iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) for Q3 2015, worth a combined $5.08B — up 25% from $4.07B a quarter earlier.

Buyers outnumbered sellers: 40 funds opened new IGIB positions and 18 closed out — a net gain of 22 holders — while 93 added to existing stakes and 106 trimmed.

The largest buyer was Raymond James & Associates, adding an estimated $50.7M. The largest seller was HighTower Advisors, cutting an estimated $290M.

  • 272 institutional investors held iShares 5-10 Year Investment Grade Corporate Bond ETF (IGIB) as of Q3 2015, up from 253 in Q2 2015.
  • Funds reported $5.08B of iShares 5-10 Year Investment Grade Corporate Bond ETF stock for Q3 2015, up 25% quarter-over-quarter.
  • 40 funds opened new iShares 5-10 Year Investment Grade Corporate Bond ETF positions in Q3 2015 and 18 closed out, a net change of +22 holders.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF buyer in Q3 2015 was Raymond James & Associates, an estimated $50.7M added.
  • The largest iShares 5-10 Year Investment Grade Corporate Bond ETF seller in Q3 2015 was HighTower Advisors, an estimated $290M sold.

Based on aggregated 13F filings for Q3 2015.